David
Marrazzo

Guardian Asset Advisors, LLC

CRD#1713924
Investment Advisor
in Mechanicsburg, PA

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About this Advisor

David Marrazzo is a financial advisor working in Mechanicsburg, Pennsylvania with 2 years of relevant experience. Marrazzo is on the advisory team at Guardian Asset Advisors, LLC. During their career, Marrazzo has held roles at National Planning Corporation, Securities America Inc and Guardian Asset Advisors LLC. Marrazzo maintains Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to serve investors in Pennsylvania. Guardian Asset Advisors, LLC is a financial advisory firm operating out of Mechanicsburg, PA. The company has offices in four locations and a total of seven people on staff. It administers $164 million in total assets between its 1,143 client accounts, placing it among the mid-sized investment advisory firms in the country by assets under management. The firm serves three charities and foundations. Of its 1,143 client accounts, just 6% are held by high-net-worth clients who have at least $1 million in assets. Guardian Asset Advisors, LLC provides a broad range of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. A financial advisor's fees largely vary depending on which services are offered. Fee types billed by Guardian Asset Advisors, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 66

Years Registered*

2 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

5000 Ritter Rd Ste 202
Mechanicsburg, PA 17055

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Guardian Asset Advisors, LLC Brokerage Details

Total Assets Under Management

$163,862,011

PA Average: $15,833,994,310
Total Number of Employees

7

PA Average: 41
Total Number of Accounts

1,143

PA Average: 3,342
Average Account Size

$143,361

PA Average: $4,737,880

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

David Marrazzo Work History

David has been registered as a financial advisor for 2 years.*

2017 - Present (7 years)

Securities America Inc

2007 - Present (17 years)

Guardian Asset Advisors LLC

1999 - 2017 (18 years)

National Planning Corporation

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of David Marrazzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Guardian Asset Advisors, LLC

Jason Giordano
Mechanicsburg, PA
David Noggle
Mechanicsburg, PA
Craig Hahnlen
Mechanicsburg, PA
Darren Gutshall
Mechanicsburg, PA
John Kirschner
Reading, PA
David Marrazzo
Mechanicsburg, PA
Joseph Marrazzo
Mechanicsburg, PA

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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